Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $36.4B
1-Year Est. Return 20.08%
This Quarter Est. Return
1 Year Est. Return
+20.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$19.3B
AUM Growth
+$1.53B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,283
New
Increased
Reduced
Closed

Top Buys

1
+$66.9M
2
+$60.5M
3
+$38.9M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$29.1M
5
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$28.9M

Top Sells

1
+$22.4M
2
+$22M
3
+$20.3M
4
AAPL icon
Apple
AAPL
+$19.3M
5
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$16.7M

Sector Composition

1 Technology 7.96%
2 Financials 4.93%
3 Healthcare 4.48%
4 Consumer Discretionary 3.58%
5 Consumer Staples 3.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$3.65M 0.02%
86,383
+6,356
752
$3.64M 0.02%
98,380
-32,831
753
$3.64M 0.02%
114,384
+1,332
754
$3.62M 0.02%
96,418
+60,448
755
$3.62M 0.02%
89,465
-12,177
756
$3.62M 0.02%
263,953
+179,090
757
$3.62M 0.02%
25,192
-5,680
758
$3.6M 0.02%
104,027
-1,527
759
$3.6M 0.02%
41,288
+72
760
$3.59M 0.02%
103,674
+8,486
761
$3.58M 0.02%
38,094
-845
762
$3.58M 0.02%
40,150
-1,193
763
$3.57M 0.02%
94,802
+37,401
764
$3.57M 0.02%
129,510
-8,190
765
$3.56M 0.02%
40,700
-6,887
766
$3.56M 0.02%
74,614
+21,389
767
$3.56M 0.02%
291,380
+5,003
768
$3.55M 0.02%
148,103
-2,589
769
$3.52M 0.02%
6,448
+172
770
$3.52M 0.02%
48,677
+1,690
771
$3.52M 0.02%
15,393
-561
772
$3.51M 0.02%
49,416
-625
773
$3.51M 0.02%
210,099
+55,677
774
$3.5M 0.02%
150,660
-2,525
775
$3.5M 0.02%
123,404
+1,690
29 30
31
32 33